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Name Holding Trade Value Shares
Change 		Change in
Stake
JSAM
1776
J. Safra Asset Management
New York
$839K +$880K +3,919 New
AIP
1777
Almanack Investment Partners
Pennsylvania
$839K -$113K -502 -11%
JFGIW
1778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$837K +$42.9K +191 +5%
MIC
1779
Means Investment Company
Maine
$835K -$23.1K -103 -3%
FUBT
1780
First United Bank & Trust
Maryland
$835K +$28.7K +128 +3%
BWM
1781
Bulltick Wealth Management
Florida
$832K +$520K +2,314 +147%
VA
1782
Verdad Advisers
Massachusetts
$831K +$871K +3,879 New
TAM
1783
Trillium Asset Management
Massachusetts
$830K -$25.2K -112 -3%
TCM
1784
Tran Capital Management
California
$830K – – –
PCA
1785
Purkiss Capital Advisors
Connecticut
$828K +$539K +2,402 +164%
GSB
1786
Greenfield Savings Bank
Massachusetts
$827K +$20.9K +93 +2%
KIC
1787
Kensington Investment Counsel
California
$827K +$66.5K +296 +8%
FCM
1788
FirstWave Capital Management
Florida
$826K +$866K +3,856 New
RFS
1789
Richardson Financial Services
Massachusetts
$826K -$7.86K -35 -0.9%
RIG
1790
RiverFront Investment Group
Virginia
$822K +$501K +2,229 +138%
WA
1791
Wealth Alliance
New York
$822K +$47.8K +213 +6%
RZH
1792
Relyea Zuckerberg Hanson
Connecticut
$821K -$27.4K -122 -3%
PPG
1793
Peak Planning Group
Colorado
$819K +$851K +3,787 New
BWG
1794
Beta Wealth Group
California
$814K -$44.9K -200 -5%
KA
1795
Klingman & Associates
New York
$813K +$87.8K +391 +11%
PIM
1796
Penobscot Investment Management
Massachusetts
$813K -$89.8K -400 -10%
MCP
1797
Mirador Capital Partners
California
$811K -$8.76K -39 -1%
PWA
1798
Prairie Wealth Advisors
Nebraska
$811K -$844K -3,760 Closed
JCM
1799
Jacobsen Capital Management
Utah
$810K -$5.17K -23 -0.6%
MFG
1800
Menard Financial Group
Texas
$809K – – –
70 71
72
73 74